- Navy Federal Credit Union (North Richland Hills, TX)
- …services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial... investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors… more
- Atria Wealth Solutions (Fort Worth, TX)
- … Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… more
- Truist (Dallas, TX)
- …sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
- Truist (Fort Worth, TX)
- …of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Truist (Dallas, TX)
- …to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software. 5. Strong credit knowledge ... less than 50% in Deposits. The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing… more
- TEKsystems (Fort Worth, TX)
- …Applying detailed industry/product knowledge and functional expertise, a Licensed Investment Operations Representative will: Processing various account update ... managed, brokerage, and direct at fund accounts. Resolve and respond to advisor /client inquiries communicating concepts and strategies in simple and easy to… more
- JPMorgan Chase (Plano, TX)
- …within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be ... of influence to pursue potential new business clients. Serves as trusted advisor , leveraging core knowledge, to recommend and promote banking and payment processing… more
- Truist (Westlake, TX)
- …current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic ... in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2....analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs… more
- Truist (Fort Worth, TX)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing...transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... & Health insurance licenses. 4. A thorough understanding of a broad range of financial planning and investment concepts. 5. Successful track record of sales… more
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